Where do I find Fax Coversheets?
You can get there two ways:
From Admin: In the Inbox, select Admin (top right), then Fax Coversheets.
From Fax: Select Fax in the left-hand menu, then Coversheets in the top right.
The Coversheets page lists all your practice’s coversheets on the left. Use Filter by name to search them.
How do I create a new coversheet?
Select New Fax Coversheet (top right).
Enter a Coversheet Name (required).
Optional: Check Primary Coversheet to make it your default.
Design the coversheet in the editor, using the toolbar and variables.
Select Save.
What is a Primary Coversheet?
The primary coversheet is the one your practice uses by default when sending faxes. In the coversheet list, it’s marked with a Primary label.
How do I format my coversheet?
Use the toolbar above the editor:
Tool | What it does |
Undo / Redo | Undo or redo your last change |
Bold, Italic, Underline, Strikethrough | Style your text |
Bulleted / Numbered list | Add a list |
Align left, center, right, justify | Line up your text |
Horizontal line | Add a divider line |
Image | Add an image, such as your practice logo |
Clear formatting | Remove formatting from selected text |
Size | Change the text size |
What are coversheet variables?
Variables fill in information automatically each time you send a fax. Type a variable into the editor exactly as shown, including the square brackets.
The Personalize your Message panel on the right lists every variable and shows a preview of what it will display.
Variable | What it fills in |
[fromName] | The sender’s name (or the queue name, when sent from a queue) |
[fromFax] | The fax number the fax was sent from |
[fromTel] | The sender’s phone number |
[fromLocation] | The practice location |
[toName] | The recipient’s name |
[toFax] | The recipient’s fax number |
[title] | The title entered for the fax |
[subject] | The subject entered for the fax |
[instructions] | The instructions entered for the fax |
[currentDate] | The date and time the fax is sent |
[totalPages] | The number of pages, not including the coversheet |
Note: Variables always appear in English.
What does a coversheet look like with variables?
Here’s an example layout:
FROM: [fromName] [fromFax]
TO: [toName] [toFax]
SUBJECT: [subject]
DATE: [currentDate]
PAGES: [totalPages] (not including coversheet)
INSTRUCTIONS: [instructions]
How do I start over?
Select Reset to default (top) to replace your changes with the default coversheet layout.
How do I cancel without saving?
Select Cancel. Your changes won’t be kept.